Timothy Calvert (CRD# 3241077) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 4166254
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Investor Services, Inc. | Spartanburg, SC | Jan 2016 - Current | 8 |
| First Citizens Asset Management | Columbia, SC | Nov 2006 - Current | 17 |
| First Citizens Securities | Columbia, SC | Nov 2006 - Jan 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
- TX
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Total Assets Under Management1,729MILLIONS
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Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- A percentage of assets under your management
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